LPL Financial
SNOW icon

LPL Financial’s Snowflake SNOW Stock Holding History

LPL Financial’s Portfolio SNOW Stock Details SNOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$452K Sell
3,000
-3,000
-50% -$555K ﹤0.01% 4853
2025
Q4 		$1.32M Buy
6,000
+3,000
+100% +$732K ﹤0.01% 3789
2025
Q3 		$677K Buy
+3,000
New +$644K ﹤0.01% 4372

Other funds holding SNOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LPL Financial's SNOW Position: Q1 2026 in Review

LPL Financial increased its Snowflake (SNOW) stake by 12% in Q1 2026, buying an estimated $9.3M and bringing the position to 460,253 shares worth $69.4M. The position accounts for 0.02% of the portfolio, ranked #762.

LPL Financial first reported a position in SNOW in Q3 2020 and has held it in 23 quarters since. The position peaked at $89.9M in Q4 2025. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • LPL Financial held 460,253 shares of Snowflake worth $69.4M as of Q1 2026.
  • LPL Financial bought 50,249 Snowflake shares in Q1 2026, an estimated $9.3M.
  • Snowflake made up 0.02% of LPL Financial's portfolio in Q1 2026, its #762 holding.
  • LPL Financial first reported a position in Snowflake in Q3 2020 and has held it in 23 quarters since.
  • LPL Financial's Snowflake position peaked at $89.9M in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.